Helpful Giving Tools

On this page, you will find helpful resources to assist you in giving to the ministries that you care about.

If you need assistance with any of the giving tools on this page, please contact us at 800-752-8940 or WELSFoundation@wels.net.

You can also contact your local WELS Christian giving counselor at 800-827-5482 or mcg@wels.net or your mission advancement representative.

LETTERS OF INSTRUCTION

Letters of instruction make it easy to benefit the ministries of your choice.

You:
• List “WELS Foundation” as your charitable beneficiary.
• Can change your letter of instruction at any time, with no cost to you. Your WELS Christian giving counselor or mission advancement representative can help.

WELS Foundation:
• Will give the proceeds to the WELS ministry or ministries of your choice.

STOCK GIFTS

Donating appreciated securities like stocks to WELS Foundation provides tax benefits and benefits the ministries that you care about.

You:
• Avoid paying capital gains tax.
• Enjoy the ease of having WELS Foundation handle the transaction.

WELS Foundation:
• Can sell the stock without having to pay capital gains tax.
• Will give the proceeds to the ministry of your choice.

QUALIFIED CHARITABLE DISTRIBUTION (IRA CHARITABLE DISTRIBUTION)

If you are 70.5 and older, you can support WELS ministries through your individual retirement account (IRA).

You:
• Give up to $100,000 to WELS ministries from your IRA.
• Won’t pay income tax on your gift.

WELS Foundation:
• Can distribute the money to the WELS ministries of your choice, if you choose to direct your IRA distribution to WELS Foundation.
• Will give you the proper gift acknowledgment for income tax purposes.

Read more about IRA Charitable Distributions

EXPLORE GIFT OPTIONS

There are a variety of ways to make a special gift to the Lord’s work. You’ll want to consider your family’s and your own financial needs—how to maximize tax benefits, maintain an income, and preserve assets for your heirs. Our convenient online tool steps you through the different possibilities to recommend the best gift for your situation.

Click the button below to determine which gift options are right for you based on your giving goals and assets.

ESTATE PLANNING GUIDE

This free workbook takes you through the steps of preparing a Christian estate plan.

DIFFERENT WAYS TO MAKE PLANNED GIFTS BOOKLET

Do you want tips for offering a gift that benefits a WELS ministry that is important to you? This concise yet comprehensive booklet can help guide you. It contains information, illustrations, scenarios, and links to videos about different types of tax-smart current and deferred gifts.

In addition, your local WELS Christian giving counselor can walk you through the booklet and the process of supporting the Lord’s work.

Order the booklet for free from Northwestern Publishing House.

Explore gift options

Use our convenient online tool to find the best gift for your situation and giving goals.

NEED ASSISTANCE?

Christian giving counselors are available to provide you with answers and knowledgeable advice.

The information contained on this website is not intended as legal advice. For legal and tax advice, WELS Foundation encourages you to consult an attorney or tax professional. The figures cited in the examples on this website are for hypothetical purposes only and are subject to change. References to estate and income tax include federal taxes only. Individual state taxes and/or state law may impact your results.